See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,606 | $76,552-22.1% | $123,892-51.9% | $62,891-5.2% |
| Participation rate | 80.6% | 73.0%+7.7pp | 81.4%-0.8pp | 69.3%+11.3pp |
| Annual return | 7.01% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $6,417 | $2,883+122.6% | $4,617+39.0% | $2,281+181.3% |
| Participant deferral / active EE | $6,361 | $4,840+31.4% | $5,984+6.3% | $3,203+98.6% |
| Admin fee / account holder | $7,621 | $4,826+57.9% | $8,357-8.8% | $4,296+77.4% |